SFS
EPAM icon

Sowell Financial Services’s EPAM Systems EPAM Stock Holding History

Sowell Financial Services’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-280
Closed -$128K – 1159
2021
Q1 		$128K Sell
280
-92
-25% -$33.7K ﹤0.01% 1263
2020
Q4 		$133K Buy
372
+70
+23% +$23.4K 0.01% 1034
2020
Q3 		$98K Sell
302
-232
-43% -$69.3K ﹤0.01% 978
2020
Q2 		$135K Buy
534
+344
+181% +$75.7K 0.01% 869
2020
Q1 		$35K Sell
190
-389
-67% -$84K ﹤0.01% 1171
2019
Q4 		$123K Buy
579
+551
+1,968% +$108K 0.01% 848
2019
Q3 		$5K Buy
+28
New +$5.27K ﹤0.01% 1758

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's EPAM Position: Q2 2021 in Review

Sowell Financial Services sold out of EPAM Systems (EPAM) in Q2 2021, closing a stake of 280 shares — an estimated $128K sold.

Sowell Financial Services first reported a position in EPAM in Q3 2019 and held it in 7 quarters. The position peaked at $135K in Q2 2020. 554 funds tracked by Wall St. Rank hold EPAM as of Q2 2021.

  • Sowell Financial Services reported no remaining EPAM Systems position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 280 EPAM Systems shares in Q2 2021, an estimated $128K.
  • Sowell Financial Services first reported a position in EPAM Systems in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's EPAM Systems position peaked at $135K in Q2 2020.
  • 554 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.